Texas Inheritance Tax Forms-17-100 Small Estate Return - Resident

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Texas Inheritance Tax Forms-17-100 Small Estate Return - Resident

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Texas Inheritance Tax Forms-17-100 Small Estate Return - Resident

  1. 1. COMPTROLLER OF PUBLIC ACCOUNTS 17-100 PRINT FORM CLEAR FIELDS (Rev.5-02/6) STATE OF TEXAS INHERITANCE TAX SMALL ESTATE RETURN - RESIDENT NOTE: The following requirements must be met in order to use this return: • Do not write in shaded areas. • Date of death of decedent must be before September 1, 1981. T Code 90100 Deposit Code 110 • Decedent was a resident of Texas at date of death. Date received by Comptroller Amount • Total gross estate does not exceed $200,000. • No Federal Estate Tax has been paid or is due on this estate. Decedent’s name (First, middle, maiden, last) Social Security Number Date of birth SECTION I 2 County of residence (domicile at death) Probate case number County of probate Date of death Disclosure of your social security number is required and authorized under law, for the purpose of tax administration and identification of any individual affected by applicable law. 42 U.S.C. sec. 405(c)(2)(C)(i); Tex. Gov't Code secs 403.011 and 403.078. Release of information on this form in response to a public information request will be governed by the Public Information Act, Chapter 552, Government Code, and applicable federal law. • Valuation date elected: Value at date of death Alternate value date SECTION II • Within 3 years immediately preceding death, did the decedent make any transfer of property without an adequate and full consideration? YES NO • If “YES,” please explain (See instructions) List below values of property owned by the decedent. Report community assets and debts at decedent’s one-half interest. Give details on reverse side of this form or attach a complete inventory and appraisement. ASSETS DEDUCTIONS 1. Real estate located in Texas ............... $ 11. Mortgages and liens ............................. $ 2. Stocks and bonds ............................... 3. Mortgages, notes and cash ................. 12. Other deductible debts ......................... 4. Insurance subject to exemption SECTION III (In excess of $40,000) ........................ 13. Deductible expenses ............................ 5. Insurance not subject to exemption .... 14. Deduction for property 6. Annuities ............................................. previously taxed ................................... 7. All other assets ................................... 15. TOTAL DEDUCTIONS (Total Items 11 - 14) ............................. $ 8. TEXAS GROSS ESTATE (Total of Items 1 - 7) ............................ 16. TOTAL NET ESTATE (Item 10 minus Item 15) ....................... $ 9. Out of state real or tangible property .. TOTAL NET ESTATE value is to be distributed in 10. TOTAL GROSS ESTATE (Item 8 plus Item 9) ............................. $ Section VII on the reverse side of this form. SEC. IV BASIC INHERITANCE TAX (Total of Column 8, “Texas Inheritance Tax,” from the reverse side of this form.) ..................................................... $ _______________________ PLEASE NOTE: Forms will not be processed unless completely filled in. The return must be signed by the personal representative of the estate and person preparing the return. Copy of decedent’s will, if probated, or Affidavit of Heirship must be attached. I declare that this return and any accompanying statements are true, correct and complete to the best of my knowledge and belief. I understand that this return is subject to the fraudulent report provisions of TEX. TAX GEN. ANN. art. 1.12(1969). SECTION V Phone (Area code & no.) Phone (Area code & no.) Name of preparer Name of Executor, Administrator., Heir at Law Address (Street & no., city, state, ZIP code) Address (Street & no., city, state, ZIP code) ➧ ➧ Preparer Date Executor, Administrator, Heir at Law Date sign sign here here If you have any questions regarding Inheritance Tax, you may contact the Texas State Make the amount in Section IV payable to: STATE COMPTROLLER Comptroller’s field office in your area or call 1-800-531-5441, extension 5-0132, toll free, nationwide. The Austin number is 512/475-0132. If you’re calling from a Telecommunications Our mailing address is: 111 E. 17th Street Device for the Deaf (TDD), the toll-free number is 1-800-248-4099, or in Austin, 512/463-4621. Austin, TX 78774-0100 You have certain rights under Ch. 559, Government Code, to review, request, and correct information we have on file about you. Contact us at the address or toll-free number listed on this form.
  2. 2. Form 17-100 (Back) (Rev. 5-02/6) INHERITANCE TAX SMALL ESTATE RETURN - RESIDENT SECTION VI Please describe in detail all assets subject to tax and all deductions. You may attach a copy of the inventory and appraisement. However, any assets and deductions not included in the inventory should be reported below. (Additional sheets may be attached, if necessary.) DESCRIPTION OF ASSETS VALUE DESCRIPTION OF DEDUCTIONS VALUE SECTION VII - DISTRIBUTION OF “TOTAL NET ESTATE” (Item 16 on the front of this form) -1- -2- -3- -4- -5- 7 - RATIO OF SHARE OF TEXAS GROSS ESTATE TO • NAME AND ADDRESS OF BENEFICIARY VALUE OF SHARE VALUE OF SHARE VALUE OF SHARE VALUE OF SHARE TOTAL GROSS ESTATE • CLASS OF BENEFICIARY AND RELATIONSHIP TO DECEDENT OF TEXAS GROSS OF TOTAL GROSS OF TOTAL OF TOTAL NET (Divide 6 - TAX AT TEXAS 8 - TEXAS • AGE OF BENEFICIARY AT DATE OF DEATH OF DECEDENT ESTATE ESTATE DEDUCTIONS ESTATE Col. 2 by RATES ON AMOUNT INHERITANCE TAX (Col. 3 minus Col. 4) Col. 3) (Multiply Col. 6 by Col. 7) IN COLUMN 5

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